PasT meetings & agendas

Dive into the topics and discussions that have shaped Martech Circle’s past events. From AI advancements and data management strategies to innovation frameworks and global branding, these sessions offered actionable insights, shared expertise, and collaborative solutions to the most pressing challenges in marketing technology. 

Martech Circle connects regularly through monthly online meetings, fostering continuous engagement and knowledge sharing among members. Additionally, the community gathers in person at premier venues across the United States four times a year, providing opportunities to deepen relationships, exchange ideas, and collaborate on innovative solutions in a face-to-face setting.

Topics Discussed at Previous Meetings 

• AI and Machine Learning in MarTech: Explored how AI and ML integrations enhanced campaign optimization and predicted customer behavior.

• Bundling Capabilities to Enable Functions: Discussed strategies to bundle Martech capabilities to empower key marketing functions.

• B2B Business Strategies: Reviewed effective approaches for educating financial advisors and managing institutional records to elevate B2B efforts.

• Communication and Stakeholder Engagement: Examined techniques for navigating complex communication needs and effectively engaging stakeholders as projects evolved.

• Content Strategy and Marketing Technology: Highlighted ways to strengthen collaboration and enforce brand standards through a comprehensive content strategy and operating model.

• CRM and Engagement Channels: Evaluated CRM strategies, including platform transitions like Salesforce, to enhance customer relationship management.

• Data Management Challenges: Addressed data silos, integration issues, and identity resolution problems to achieve a complete customer view and boost effectiveness.

• Digital Identity and Mobile Integration in India: Explored how biometrics and mobile innovations shaped identity verification and digital marketing.

• Digital Personnel in Overseas Locations: Discussed managing digital teams abroad and addressing IT challenges across international functions.

• Ethics in AI Marketing: Examined the ethical implications of AI in marketing and ensuring alignment with responsible practices.

• Global Branding and Cultural Differences: Discussed maintaining branding consistency while respecting cultural diversity in global markets.

• Hackathons and Collaborative Workshops: Showcased how workshops and hackathons drove innovation and addressed Martech challenges.

• MarTech Hype Cycle: Analyzed the Martech hype cycle and its role in driving adoption of emerging technologies like AI.

• Omni-channel Decisioning Capabilities: Reviewed the evolution and maturity of decision-making across omni-channel campaigns.

• Organizational Transitions and Agile Implementation: Discussed how agile methods helped transition from product-centric to integrated roadmaps.

• Performance Management: Explored ways to simplify performance reviews and align organizational goals with employee empowerment.

• Professional Networking and Community Building: Highlighted strategies for building meaningful connections and leveraging shared expertise.

• Role of Product Owners: Examined how product owners identified and bundled capabilities to support specific marketing functions.

• Technology Adoption: Discussed best practices for driving successful technology implementation across teams.

• Tiered Decision-Making Framework: Explored operational efficiencies enabled by tiered decision-making processes suited to organizational structures.

• Wardley Maps and Technology Strategy: Examined the use of Wardley Maps to make informed technology investments and future roadmap plans.

sample of Current and Former companies represented 

agenda from our Stillwater, Minnesota 2025 in-person meeting (3 days)

Day 1

12:00 PM – 1:30 PM
🌟 Arrival, Lunch & Welcome

• Pre-ordered lunch from the hotel.

• Check in and settle in.

• Meet your peers and share individual goals during a relaxed networking lunch.
  
  

1:30 PM – 5:00 PM
🤖 AI in Action: A Co-Creation Lab with Ella

Hosted by Atomic Elevator, this immersive session introduces Ella, their AI for marketers tool.

• Brief introduction to Atomic Elevator and overview of Ella’s capabilities.

• Live, collaborative exploration using real use cases from participants

• Designed as a co-creation lab, this session demonstrates AI’s practical applications and sparks ideas for integrating AI into your own strategies.
  
  

5:00 PM
🧾 Adjourn for the Day

6:00 PM – 8:00 PM
🍽️ Fondue Dinner at the Lowell Inn (Matterhorn Room)

• A relaxed evening of conversation and connection over a traditional fondue dinner.

Day 2

Breakfast: On your own; tea, coffee, muffins provided in the room

8:00 AM – 10:30 AM
🌿 Outdoor Activity & Networking

• Casual networking during a group walking tour or light outdoor experience.

10:45 AM – 12:00 PM
📘 Session 3: Benchmarking & Capability Development

• How to build shared frameworks for stack assessment, adoption maturity, and organizational readiness.

• Explore practical ways to measure where your team stands and identify areas for improvement.
  
  

12:00 PM – 1:00 PM
🚤 River Cruise Lunch
Enjoy a scenic river cruise with lunch. 

1:00 PM – 2:30 PM
📘 Session 4: Advanced Marketing Automation & Orchestration

• Next-level thinking on AI-enhanced orchestration, personalization at scale, and cross-channel strategy.

• Real examples of how leading teams integrate automation into customer journeys while maintaining human oversight.
  
  

2:30 PM – 2:45 PM
☕ Coffee Break & Networking

2:45 PM – 4:00 PM
📘 Session 5: Data and Insights Applications

• Going beyond dashboards: learn how to leverage data to drive innovation, experimentation, and actionable results.

• Discussion of new methods, models, and tech-driven approaches to get insights that matter.
  
  

4:00 PM – 4:30 PM
🧾 Day 2 Wrap-Up & Takeaways

6:00 PM – 8:30 PM
🍽️ Off-Site Networking Dinner 

Day 3

Breakfast: On your own; tea, coffee, muffins provided in the room

8:00 AM – 10:00 AM
📘 Session 6: Total Value of Customer & Next Best Action

• How leading teams are reframing customer lifetime value and using predictive tools to guide smarter engagement strategies.

• Practical examples of predictive modeling and customer insights in action.

10:00 AM – 10:15 AM
☕ Coffee & Snack Break

10:15 AM – 11:15 AM
💡 Peer Reflections & “If You Could Start Over…”

• Collaborative discussion and reflections on lessons learned.

• Attendees share missteps, insights, and practical ways to apply retreat takeaways in their organizations.
  
  

11:15 AM – 12:00 PM
🧾 Closing Thoughts

• Summary of key insights from the retreat.

• Final remarks from organizers and facilitators to set next steps and inspire action.
  
  

12:00 PM
🥪 Farewell Lunch